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• Education Savings Account (ESA) Designated Beneficiary/Authorized Person LOA Form | Charles Schwab

  This form allows you to: request a transfer of ownership to a previously named Successor Designated Beneficiary; name or update the SDB to the existing ESA account; name a successor Authorized Person to act in the event of the incapacitation, death or resignation of the current Authorized Person.

• With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth) | Charles Schwab

  Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.

• Fan Fictions: With Guests Hannah Sung, Crystal Tai & Anuj Shah | Charles Schwab

  How can feeling connected to someone who is essentially a stranger impact your decision-making?

• Bonds vs. Bond Funds: How Do you Choose? | Charles Schwab

  Not sure whether to choose bonds or bond funds? Learn the key factors to consider, including your investment goals, time horizon, and risk tolerance.

• A Case for Seeking Extra Yield with Cash | Charles Schwab

  With interest rates higher than they've been in years, there's a strong case for seeking extra yield with your cash holdings. Get a snapshot of recent rates.

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Fixed Income Mid-Year Outlook (2025) | Charles Schwab

  Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.

• How to see Schwab's Portfolio Builder

  Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.

• Uncertainty Around Future Policy | Charles Schwab

  Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.